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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,012 | $97,550-33.4% | $120,344-46.0% | $87,485-25.7% |
| Participation rate | 43.2% | 72.8%-29.6pp | 76.7%-33.5pp | 68.9%-25.7pp |
| Annual return | 10.60% | 18.41%-7.8pp | 20.30%-9.7pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,976 | $4,230-53.3% | $5,135-61.5% | $4,274-53.8% |
| Admin fee / account holder | $25,304 | $9,543+165.2% | $12,742+98.6% | $7,775+225.5% |